HRT Financial’s John Wiley & Sons Class A WLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
36,132
-31,952
| -47% | -$1.43M | 0.01% | 845 |
|
|
2025
Q1 | $3.03M | Buy |
+68,084
| New | +$3.03M | 0.02% | 529 |
|
|
2024
Q4 | – | Sell |
-24,657
| Closed | -$1.19M | – | 3101 |
|
|
2024
Q3 | $1.19M | Buy |
+24,657
| New | +$1.19M | 0.01% | 1063 |
|
|
2024
Q1 | – | Sell |
-26,362
| Closed | -$836K | – | 2998 |
|
|
2023
Q4 | $836K | Sell |
26,362
-89,361
| -77% | -$2.83M | 0.01% | 1000 |
|
|
2023
Q3 | $4.3M | Buy |
115,723
+90,728
| +363% | +$3.37M | 0.04% | 318 |
|
|
2023
Q2 | $850K | Buy |
+24,995
| New | +$850K | 0.01% | 960 |
|
|
2022
Q3 | – | Sell |
-63,831
| Closed | -$3.05M | – | 3411 |
|
|
2022
Q2 | $3.05M | Buy |
+63,831
| New | +$3.05M | 0.03% | 407 |
|
|
2022
Q1 | – | Sell |
-63,067
| Closed | -$3.61M | – | 3636 |
|
|
2021
Q4 | $3.61M | Buy |
+63,067
| New | +$3.61M | 0.02% | 360 |
|
|
2021
Q3 | – | Sell |
-12,126
| Closed | -$729K | – | 3573 |
|
|
2021
Q2 | $729K | Sell |
12,126
-127,224
| -91% | -$7.65M | 0.01% | 1386 |
|
|
2021
Q1 | $7.55M | Buy |
+139,350
| New | +$7.55M | 0.08% | 164 |
|
|
2020
Q1 | – | Sell |
-14,746
| Closed | -$715K | – | 1307 |
|
|
2019
Q4 | $715K | Buy |
+14,746
| New | +$715K | 0.03% | 398 |
|